Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Quirk is a financial advisor with over 20 years of experience in the financial services industry. Daniel is currently registered with Sageview Advisory Group, LLC, and is licensed to provide investment advice in California. He is a licensed Series 7 and Series 66 representative. Prior to his current role, Daniel worked for CETERA ADVISOR NETWORKS LLC and J.P. MORGAN SECURITIES INC. Daniel provides investment advice and financial planning services to individuals, families, and businesses. Daniel specializes in retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/26/2013 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CA
06/30/2020 - 07/24/2020
CETERA ADVISOR NETWORKS LLC (IRVINE CA)
CA
02/05/2013 - 06/29/2020
CETERA ADVISOR NETWORKS LLC (IRVINE CA)
NY
05/01/2001 - 08/09/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/11/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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